-29.8%
DHR vs PAYC
-54.0%
+24.3%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.2% |
| 7D | -5.0% | -10.2% | +5.2% | -2.7% |
| 30D | -3.3% | +2.0% | -5.3% | -3.8% |
| 3M | +9.4% | +58.3% | -48.8% | -2.6% |
| 6M | +3.2% | +64.5% | -61.3% | -9.6% |
| YTD | -12.0% | +36.5% | -48.6% | -19.6% |
| 1Y | +4.9% | -1.3% | +6.2% | +3.4% |
| 3Y | -7.4% | -22.1% | +14.8% | -6.7% |
| 5Y | -29.8% | -53.3% | +23.6% | -27.0% |
| All | -29.8% | -54.0% | +24.3% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PAYC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling